Making shareholder engagement count
What is the difference between William Tell and outgoing Sika chair Peter Hälg? William Tell represents the myth and reality of Swiss independence. Not too
Read more...
Opportunity knocks beyond the magnificent seven
The ‘great rotation’ in stock markets since the US Fed started raising rates at the end of 2021 has favoured many great technology companies.  However,
Read more...
LVMH: Global Leader in Luxury Goods
LVMH has been a core position in our World Stars Global Equity strategy for more than five years. We have held it through the Covid
Read more...
Commentary
Quality Prevails
This month marked a historic Berkshire Hathaway annual meeting.  It was a celebration of Charlie Munger’s legacy, Berkshire’s record of creating a company with US$897bn
Read more...
Commentary
Engagement Matters
The strong performance of our World Stars Global Equity strategy has vindicated our view that the US and European economies would continue to be resilient
Read more...
Commentary
Stock market broadening
Over the past several years, US stock market performance has been led by a number of great technology companies.  We have always been selective, applying
Read more...

Connect with us

Close Menu